Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$164K in admin expenses, $937 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $158M of the plan's $190M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $47.0M | 29.7% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $39.8M | 25.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $37.9M | 24.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $10.5M | 6.7% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $6.7M | 4.3% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market | $6.5M | 4.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 1.4% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 1.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 1.2% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $1.4M | 0.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Beacon Small Cap Value Fund R5 Class to R6 American Beacon Small Cap Value R5 Mutual Fund | $991K to $515K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
4 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
AVENIR CORPORATION11+ years Service code 28 1775 PENNSYLVANIA AVE NW STE 650 · WASHINGTON, DC 20006 Investment Management | $147,035 |
PRINCIPAL CUSTODY SOLUTIONS3 years Service code 21 510 N VALLEY MILLS DRIVE SUITE 400 · WACO, TX 76710-6075 Bank Trustee | $16,945 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025